Philip has a track record of successful portfolio management and offers a unique blend of experience in public and private sectors in Canada and internationally. He holds the investment industry’s highest professional credentials, including being a Certified International Wealth Manager (CIWM). As a portfolio manager, Philip shares the portfolio management responsibilities with Rory and Tim. For over 15 years, Philip has been helping Canadian investors meet their financial goals through a disciplined approach and a scrupulous code of integrity.
Prior to becoming an advisor, Philip spent a decade working in British Government service in London, Geneva and New York and held senior positions in the British Diplomatic Service and UK Defense Ministry. Next, he joined a London-based investment bank and moved to Canada to work for a global bank as a Managing Director. He worked as a Financial Consultant at CIBC Wood Gundy and an Investment Advisor with RBC Dominion Securities before joining Macquarie Private Wealth in January, 2010, which was acquired by Richardson GMP in 2013.
Philip is active in the Vancouver Westside community, and is a trained home hospice volunteer. Until recently, he was Vice Chair of the Board of the Vancouver Hospice Society. He is a Board Member of the Vancouver Postcard Club, preserving history through postcards and early photographs. In 2005, we was the recipient of the Citizen of the Year award from the Kerrisdale Business Association.